How to Convert Discover Statement to Xero
Follow this simple guide to convert your Discover bank statement PDF into a clean Xero file. Send transactions directly to Xero or import via CSV bank statement.
What You'll Need
- A PDF bank statement from Discover (with selectable text, not a scanned image)
- A Statement Pro account (sign up free)
Step-by-Step Guide
Download Your Discover Statement
Log in to your Discover online banking account and navigate to your statements section. Download the statement you want to convert as a PDF file.
Tip: Log in to discover.com and select your account (credit card or bank account). Click 'Statements' from the account menu to see available periods, then click the download icon for the PDF. In the Discover mobile app, go to your account and tap 'Statements.' Discover keeps up to 7 years of credit card statements and bank account statements available online. If you have both a Discover credit card and Discover Bank account, statements are accessed from their respective account sections.
Upload to Statement Pro
Go to the upload page and drag-and-drop your PDF or click to select it. Statement Pro automatically detects Discover statements and begins extracting transactions immediately.
Download Your Xero File
Once processing is complete, click the download button to get your Xero file. All transaction dates, descriptions, and amounts are preserved accurately and ready for use in your favorite spreadsheet or accounting application.
Discover FAQ
Yes, Statement Pro supports all Discover credit card statement PDFs, including Discover it Cash Back, Discover it Chrome, Discover it Miles, and Discover it Student cards.
Yes, Discover Bank Online Savings, Money Market, and Cashback Debit checking account statement PDFs are all supported. Savings statements are especially useful for tracking interest income for tax reporting.
The CSV includes all transaction data — dates, descriptions, and amounts. Cashback rewards summary totals from the statement are not included as separate fields since they are not part of the transaction table.
Discover keeps up to 7 years of statements available in online banking. Download the PDFs from the Statements section and upload them to Statement Pro for conversion.
Related Guides for Discover
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